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Lucy Andrews Gardner

Matter Family Office

Dallas, TX

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Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-10
  • TX RA
    APPROVED
    Since 2024-07-10

Branch Locations

3811 Turtle Creek Blvd Suite 800, Dallas, TX 75219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tolleson Private Wealth Managment Dallas TX 06/2015 Present
  • 06/2015 → Present
    Tolleson Private Wealth Managment
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-19
  • S66 Uniform Combined State Law Examination
    2014-08-19
Designations
Other Names
  • Lucy Andrews
  • Lucy Helen Andrews
  • Lucy Helen Gardner

View on SEC IAPD

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